Tele calling Executive

Job Title: Tele Caller/ Lead Outreach Specialist About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. Location: Mumbai Employment Type: Full time Key Responsibilities: Find new potential customers using online platforms and other methods (like calls, emails, or networking). Research these people or companies to understand how to approach them better. Check if these leads are actually interested and suitable. Contact them through cold calls, emails, or messages to start conversations. Keep track of all leads and follow up regularly. Use CRM tools (software) to organize and manage all customer information. Build good relationships with possible corporate clients. Send emails and follow-ups to convert interest into meetings. Support the business team with us...